StockDriftsStockDriftsTop 50 Regatta Capital Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 8.4% | 389.5K | $55.5M | +3.09%(+11.69K) | $110.45(+43.49%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 7.06% | 482.4K | $46.6M | +1.42%(+6.75K) | $77.18(+29.46%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 5.44% | 183.4K | $36.0M | +2.38%(+4.26K) | $140.28(+47.22%) | 2026-03-31 | |
| AVIG | AMERICAN CENTY ETF TR | 5.03% | 799.6K | $33.2M | +3.70%(+28.51K) | $41.35(+0.38%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.76% | 124.0K | $31.5M | -10.84%(-15.08K) | $172.45(+64.79%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 3.98% | 237.8K | $26.3M | +3.99%(+9.12K) | $83.46(+43.98%) | 2026-03-31 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 3.45% | 837.2K | $22.8M | +7.44%(+57.96K) | $27.55(-0.29%) | 2026-03-31 | |
| IXUS | ISHARES TR | 3.39% | 258.5K | $22.4M | +7.71%(+18.49K) | $71.26(+31.49%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.27% | 75.0K | $21.6M | +2.26%(+1.66K) | $111.73(+247.66%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.13% | 108.0K | $20.7M | +2.41%(+2.54K) | $154.05(+34.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.40% | +49.73% |
| Top 20 Holdings Unweighted | +16.46% | +57.97% |
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